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Click here or scroll down to respond to this candidateCandidate's Name
Street Address
Phone PHONE NUMBER AVAILABLE email: EMAIL AVAILABLEPHONE NUMBER AVAILABLE cellObjective: Call Center, Banking, Customer Services, CollectionsAccounts manager with more than 20 years experience in finance Supervisor of 20 people controlling payments of long terms loans (collections) Responsible for Fraud Department in Visa credit card company Provided technical assistance in and out of court on a regularbasis for banks attorneys Computer skilled in Microsoft systems, Financial systemsRelevant Skills Account manager Analyzed, calculated and adjusted customer loan rates accountsreceivable 1:1 working relationship with customers in developing financialaid in loans default Applied expert knowledge of financial and legal terminology andjargon Corresponded in American English with VISA employees, in-person and teleconferencing Extensive work relationship with bank auditors and fraud investigation department:International communicationsCreated tools and system operations to minimize fraudCritical analysis of documentsResearch skills Creative problem solving as interdepartmental liaison for customer loans in default2020 (current) Universal Banker @ Evans Bank Assisting Customers by phone and in person with the accounts and sales always focused to provide solutions for their needsBringing new opportunities to the bank.2016-2019 Consumer Specialist MAXIMUS CONTACT CENTER FOR NYSAnswer incoming calls from consumers including the general public, prospective enrollees and people assisting enrollees or acting on their behalf in accordance with all performance standards, policy and procedures, and protocols. Process new applications for health care coverage via the telephone including building tax household, household income, eligibility determinations, interpreting determinations made by the Marketplace, and enrollment into health plans. Process life event changes, demographic updates, disenrollment requests, and special enrollment periods as requested. Process life event changes, demographic updates, disenrollment requests, and special enrollment periods as requested. Transfer/refer consumers to appropriate entities according to the established guidelines. Perform co-browse interactions with consumers seeking assistance with the application process via the NYSOH, as necessary Facilitate the fulfillment of caller requests for materials via mail, email, or download. Respond to all inquiries consistent with confidentiality and privacy policies and refers callers to alternate sources when appropriate. Escalate calls or issues to the appropriate designated staff for resolution as needed. Track and document all inquiries using the applicable systems. Facilitate translation services for non-English speaking callers according to procedures. Attends meetings and trainings as requested and maintains up-to-date knowledge of all programs and systems2012 -2016 Citizens Bank Customer Service RepresentativeCommunication with customers daily in person and by phone about processing transactions and offering solutions to eventual issues.Focus on sales. Helping customers to read their credit report.2007/2012 Reliant Credit Union - Member Service Representative - Communication with members daily explaining all facets of clients accounts, sales, IRAs and collections. Taking applications for student loans, car loans, home equity, personal loans working with Lending Department (Underwriting)2007 - 2007 Axa Equitable Customer Service Rep - assist and explain life insurance for customers from South America and Central America. .2006 - 2007 M&T Bank Customer Service Rep/Senior Teller2004 - 2006 CITIBANKSupervisory Financial Associate and Investment Officer Asst,Responsible for 8 tellersExcellent performance in salesProvided day-to-day direction for operations and customer servicesWorked directly with Financial Operations Manager and overseeingcontrols and systems to ensure a prudent control environment. Also,analyzing clients financial histories and identified tailored financialopportunities2002 -2004 Customer Service M&T Bank, RochesterResponsible for ensuring all activities associated with teller operations, audit requirements, ATM machines, the vault, back office duties according to set procedures.Communicated with clients daily in explaining all facets of client accounts such as interest rates, credit, debt, investment and sales.2001 2002 Portuguese Instructor Corning, Inc., RochesterTranslator Advanced Language Translation1992 1999 Fraud Manager1985 - 1999 Technical Assistant and State Bank of Development,Account Manager Sao Paulo, BrazilNotary Public License 2006NMLS PHONE NUMBER AVAILABLEEVANS BANK IN Fairport (from 2020 tom2024)ASSISTING CUSTOMERS WITH SALES, PROCESSING TRANSACTIONS, NOTARIZING DOCUMENTS, ASSISTING THEM WITH SPANISH AND PORTUGUES WHEN NEEDED!Languages: English, Portuguese (fluent) and basic communication in Spanish.Education: High school/ college in Sao Paulo/Brazil.Management and Fraud training thought by VISA InternationalEvans Bank Fairport, NY |
